The World Wealth Report 2014 from Capgemini and RBC Wealth Management is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry.
Based on survey responses from more than 4,500 HNWIs, the World Wealth Report 2014 features the Global HNW Insights Survey, the industry’s most in-depth global research on HNWI preferences and behaviors. The report sheds light on a variety of timely themes, including investment allocation, trust and confidence, and HNWI relationships with their firms, and identifies key priorities, trends, and their ultimate impacts. New this year is a view into how HNWIs look at their philanthropic actions and investments, and the extent to which wealth management firms have a role to play in this nascent area.
The World Wealth Report 2014 also tackles one of the industry’s most disruptive forces shaping client experiences today – the on-going and quickly escalating drive for digital. The report dispels some popular myths and outlines some of the biggest digital opportunities for firms.